Start
Getting started
Connect your store and your marketing platforms, and your dashboard fills itself.
Before you start
- A Baseboard account you have been invited to. You log in with Google or with a link sent to your email.
- Access to your Shopify store with permission to install apps.
- Access to the ad accounts and tools you want to connect: Google Ads, Meta Ads, TikTok Ads, Google Analytics 4 and Klaviyo.
Set up in five steps
- 1
Log in and start the onboarding
On your first login Baseboard creates your shop and takes you to the integrations page. The shop name is imported from Shopify.
- 2
Connect Shopify
Shopify is the first connection and the foundation for everything else. Approve access in Shopify and you return to Baseboard.
- 3
Connect your ad platforms
Add Google Ads, Meta Ads, TikTok Ads and Google Analytics 4. For Meta Ads, TikTok Ads and GA4 you then choose the ad account, advertiser or property to use.
- 4
Connect Klaviyo
Connect Klaviyo to see email and SMS campaign and flow revenue next to your other channels.
- 5
Open your dashboard
Once the first sync has finished, usually within a few minutes, the Overview fills with revenue, ad spend, blended ROAS and more. Cards only appear for platforms you have connected.
What to read next
- The dashboard: what you see on the Overview and Platforms tabs.
- Data and syncing: how often data refreshes and why numbers can differ from other tools.
- Metric definitions: blended ROAS, CAC, net revenue and more.
Missing something or something unclear? Email us at contact@baseboard.cloud.